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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.36M
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
NWHHX vs VSCAX Comparison Chart in %
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NWHHX vs. VSCAX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NWHHX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. NWHHX (108M). NWHHX pays higher dividends than VSCAX: NWHHX (1.65) vs VSCAX (0.34). NWHHX was incepted earlier than VSCAX: NWHHX (19 years) vs VSCAX (26 years). NWHHX (1.18) is less costly to investors than VSCAX (1.12). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHHX: VSCAX (1000) vs NWHHX (50000). VSCAX annual gain was more profitable for investors over the last year : 7.51 vs. NWHHX (-2.47). VSCAX return over 5 years is better than : 112.00 vs. NWHHX (68.75).
| NWHHX | VSCAX | NWHHX / VSCAX | |
| Total Expense Ratio | 1.18 | 1.12 | 105% |
| Annual Report Gross Expense Ratio | 1.18 | 1.12 | 105% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 6.055 | 6.976 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 7.23B | 1% |
| Annual Yield % from dividends | 1.65 | 0.34 | 488% |
| Returns for 1 year | -2.47 | 7.51 | -33% |
| Returns for 3 years | 16.17 | 38.48 | 42% |
| Returns for 5 years | 68.75 | 112.00 | 61% |
| Returns for 10 years | 53.01 | 36.23 | 146% |
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